Guide to Personalized Keywords

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Guide to Personalized Keywords

What is a Personalization

Personalization is just like the mail merge functionality found in Microsoft Word, this enables the insertion of keywords for each recipient to personalize an email or fax message. Any of Real Magnet’s Custom or EnhancedFields can be merged into emails.

Personalization keywords are case sensitive and must match the format outlined below.

Depending on the Real Magnet content creation method, keywords may be automatically inserted or you may have to insert them manually. A handy guide below will supply you with the custom fields you may use for your email messages.

Personalized Keywords for Salesforce Integration

To provide blank content in the Send a Real Magnet message to a view in Salesforce, your template in Real Magnet will only need to append the keyword

INSERT_RECIPIENT_LIST_HTML

Account Level Custom Fields

You can view your list of Account Level Custom Fields by going to Tools and under Account Management.

INSERT_ACCOUNT_LEVEL_CUSTOMFIELD_001 where the 001 is the counter that indicates the account custom field you want, which is determined by the order the fields are in. So, for the following setup:

Field Name: Invoice Field 1 is INSERT_ACCOUNT_LEVEL_CUSTOMFIELD_001Field Name: Invoice Field 2 is INSERT_ACCOUNT_LEVEL_CUSTOMFIELD_002

Dynamic Content

If you are using the Editor tool, the dynamic content keywords below are not applicable as the tool allows you to drag and drop content blocks. If you are in the Classic editor the format for Dynamic Content blocks is below: